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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $28,287 |
Filed as: ONEDIGITAL INVESTMENT ADVSRS Service code 26 · EIN 43-1451524 | Advisory (Participants) | $18,750 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,123 | $102,393+22.2% | $147,041-14.9% | $80,911+54.6% |
| Participation rate | 98.9% | 75.9%+23.0pp | 82.2%+16.7pp | 67.6%+31.3pp |
| Annual return | 13.34% | 134.95%-121.6pp | 419.21%-405.9pp | 35.63%-22.3pp |
| Employer contribution / active EE | $8,978 | $3,715+141.6% | $4,935+81.9% | $2,756+225.8% |
| Participant deferral / active EE | $10,727 | $6,647+61.4% | $8,071+32.9% | $4,297+149.6% |
| Admin fee / account holder | $149 | $7,943-98.1% | $13,006-98.9% | $6,935-97.8% |